Kennedy Investment Group Dimensional ETF Tr Transaction History
Kennedy Investment Group
- $235 Billion
- Q2 2025
A detailed history of Kennedy Investment Group transactions in Dimensional ETF Tr stock. As of the latest transaction made, Kennedy Investment Group holds 95,492 shares of DFAU stock, worth $4.15 Million. This represents 1.72% of its overall portfolio holdings.
Number of Shares
95,492
Previous 100,542
5.02%
Holding current value
$4.15 Million
Previous $3.86 Billion
4.66%
% of portfolio
1.72%
Previous 1.79%
Shares
8 transactions
Others Institutions Holding DFAU
# of Institutions
522Shares Held
140MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC6.66MShares$290 Million2.16% of portfolio
-
Rvw Wealth, LLC4.33MShares$188 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$181 Million5.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$154 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.52MShares$153 Million1.87% of portfolio